Datasets Guide

This article covers the following datasets:

Note: If you wish to join Service Notes or Service Notes Recipients with Services or Service Enrollments, you can match the datasets on service_id = service_offering_id. 

Intake

The Intake data table contains information about all Intake Reports in Casebook. 

Intake-1

Notes

The notes data table contains information about all of your notes in Casebook.

Notes

Case Involvements 

The case_involvements data table contains information about all of your cases and all case involvements. Since one case can have many clients and involvements, one row does not represent one case.

Note: When reporting, please use count distinct on case_id to ensure you are not over-counting the cases.

Case Involve

People

The People table contains information about all of the person records in your Casebook system. Each record represents one person. The person_id can be combined with other datasets for powerful reporting on your clients.

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Service Enrollments 

The service_enrollments data table contains information about all of your services in which clients are enrolled. 

Note: Data from service enrollments of type cb Track cannot be combined with cb Engage data. Only service enrollments of type "Internal staff provider" and "External provider/Referred out" will have the matching "case_id".

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Providers

The providers table contains information about your providers located in cb Track. 

Note: Each record does not equal one provider due to one provider having multiple assignees. Use “provider_id” for accurate reporting.

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Workflows

The workflows table contains data for all of your workflows and associated steps.

Note: To tally total workflows, make sure to count distinct "workflow_id". To tally workflow steps, count distinct "workflow_step_id".

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Services

The services table contains data on all of your provider services associated with cb Track.

Note: When using service_id and provider_id as a value make sure that the aggregation is set to Count of Distinct Rows for accurate data on each of the topics. The services table only includes data from cb Track services. 

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Provider Portal User

The provider portal user table contains data on all of your provider portal users associated with a provider in cb Track.Screen Shot 2022-02-28 at 1.00.35 PM

Application Portal User

The application portal user table contains data on all of your application portal users associated with an application in cb Access.Screen Shot 2022-02-28 at 1.02.15 PM

Cases

The cases table contains one-to-one relational data on all of your cases in cb Engage. Cases

People Incomes

The people incomes table contains information on incomes from the Person Profile. 

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Providers Application Portal

Contains information on all provider applications that are submitted through the application portal. Screen Shot 2022-06-13 at 1.42.11 PM

Providers Application Portal Demographics

Contains information on the demographics of applicants who submit applications through the application portal. Screen Shot 2022-05-19 at 12.32.25 PM

People Medical Allergies

Contains information on the medical allergies logged on a person profile. Medical Allergies

People Medical Conditions

Contains information on the medical conditions logged on a person profile.Medical Conditions

People Medical Insurance

Contains information on the medical insurance logged on a person profile.Medical Insurance

People Medical Medications

Contains information on the medical medications logged on a person profile.Medical Meds

People Medical Providers

Contains information on the medical providers logged on a person profile.Medical Providers

Service Notes

Contains information on the service notes logged for a service enrollment. SN

Note: One row will equal one service note. This dataset can be used to count notes. 

Service Notes Recipients

Contains information on the service notes recipients logged for a service enrollment.SNR

Note: One row will equal one service note per person. 

Schools

Contains information on the schools logged on the Person Profile.

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Tasks

Contains information on all tasks in Casebook.

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Relationships

Contains information on all people relationships in Casebook. 

Relationships

Note: When pulling a report on relationships, you will see two rows per relationship. For example, Row 1 - Jane Doe; Wife, Row 2 - John Doe; Husband. This dataset can be joined to the People Dataset using person_id. 

People Employments

Contains information on all people employments in Casebook. Screen Shot 2022-11-02 at 10.30.37 AM-1

Meetings

Contains information on meetings in Casebook.

Meetings

Case Involvement Recipients

Contains information on case involvement recipients in Casebook.

Note: Uses: if you want to count case involvements Grain: one row per case involvement

CIR

Case Assignees

Contains information on case assignees in Casebook.

Note: Uses: If you want to talk about case workers' case loads Grain: One row per case per assignee

Case Assign

Communications

Contains information on communications in Casebook.

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People Housing

Contains information on housing information located on the person profile in Casebook.

Housing

Note Resources

Contains information on notes and the records they live on in Casebook.

Note Resources